Give your practice the gift of time this Thanksgiving. Learn how leading CPA firms end busy-season burnout by pairing intentional rest with a white-label delivery team that cuts backend execution costs by 60%+.
Doors open in
Every registered firm qualifies for the $1,000 Thanksgiving Firm Transition Package.
The 80-Hour Myth
Public accounting has treated the 70-to-80-hour busy season as a badge of honor for decades. In reality, it is an operational failure: senior talent burned on data entry, reconciliations, and payroll.
Partners spend January to April reviewing work that never needed a senior desk, and pay for it in health and family time.
Talented people leave the profession after one season too many. Every exit costs you training, client knowledge, and recruiting fees.
Tired reviewers miss things. Client deliverables turn into rushed fire drills, and realization falls with them.
Thanksgiving Is the Inflection Point
The decisions that shape your busy season get made before Thanksgiving, not in January. Here’s the season most firms are heading into. Then switch to the one you could have.
Tap “The impact model” to see the difference
January arrives, the backlog wins, and you promise yourself next year will be different.
Illustrative comparison. Results depend on your firm’s mix of work.
The Agenda
Act I
Act II
Act III
What You Will Learn
How to line up your outsourced delivery capacity before Thanksgiving so January doesn't bring 80-hour weeks.
Build intentional recovery into the season to lift realization and protect your team's well-being.
Offload repetitive compliance so partners can win and lead recurring $5,000+/month CAS retainers.
Use Claude AI to speed up document parsing and review-ready prep work without loosening data controls.
Meet Your Hosts
Financial Influencer,
DNA Growth
Hosting the briefing & live Q&A
Monalika is a financial influencer who makes accounting, tax, and practice-management topics easy to act on. Her background as an analyst working with CPA firms and CFOs on margins and month-end workflows shapes the questions she asks. On November 11 she guides the conversation between Akshay and John and puts your questions to them in the closing Q&A.
LinkedIn
CEO & Managing Director, DNA Growth
Session: Building Capacity Without New Hires
How boutique practices pair Claude AI workflows with dedicated offshore pods to cut backend costs by 60%+ and move partners into high-margin advisory work. A Stanford alumnus, Akshay believes the next stage of growth for CPA and CFO firms comes from better delivery, not bigger teams.
LinkedIn
Author & Founder, Incite Tax & Accounting
Session: The Anti-Burnout Playbook
John is the author of Take Breaks, Work Better and the founder of Incite Tax & Accounting. A former Deloitte tax professional, he built Incite into a multimillion-dollar firm while keeping his team’s tax-season hours far below the industry norm, and he’ll share the system behind it, from his 3.3 Rule to measuring impact instead of hours.
Take Breaks, Work Better: Measure Impact, Not Hours, and Transform Your Profitability Get the book on Amazon LinkedInExclusive Attendee Incentive · $1,000 Value
Every registered firm qualifies for $1,000 in professional services: 20 hours of hands-on white-label onboarding and transition support, so you can test the model before the January rush.
Pilot offloading routine bookkeeping, AR/AP, payroll, or month-end close prep to our offshore team.
Step-by-step guidance on fitting Claude-enabled automation into the tech stack your firm already runs.
A walkthrough of data access, ISO 27001 controls, and IRC Section 7216 consent requirements.
One package per registered firm. Redemption details are shared live during the session.
Who Should Attend
Protect margins and your own calendar going into Q1.
Firms of 10–200 people that need capacity, not headcount.
Add a delivery team without making your first hire.
Free your hours for advisory, not month-end prep.
Before You Register
Yes. Registration is complimentary, and every registered firm qualifies for the $1,000 Thanksgiving Firm Transition Package.
Register anyway. Everyone who registers gets the full recording and the Q1 Capacity Audit Checklist after the session.
Akshay walks through redemption live during his segment, and the details follow by email. It covers 20 hours of hands-on white-label onboarding and transition support.
Live on Zoom. Your joining link is emailed to you before the session.
Yes. The final segment is an open clinic on remote data security, IRC Section 7216 consent rules, and 30-day onboarding milestones. Bring your questions.
Wednesday, November 11, 2026 · 12:00 PM EST / 9:00 AM PST
Give Your Practice the Gift of Time — Reserve Free Seat